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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
3676
SMI Advisory Services
Columbus,
Indiana
| $299M | -$10M | -3% | 3.41% | 80.7% | 49 | 30.61% | 1 |
|
| 3677 |
3677
Varenne Capital Partners
Paris,
France
| $299M | +$101M | +51% | 0.97% | 212% | 14 | 85.71% | 0.2 |
|
| 3678 |
3678
Source Financial Advisors
New York
| $298M | +$32.3M | +12% | 14.8% | 18.5% | 132 | 18.94% | 1.5 |
|
| 3679 |
3679
NVWM LLC
Yardley,
Pennsylvania
| $298M | +$23.1M | +8% | 9.18% | 119% | 483 | 18.01% | 2.6 |
|
| 3680 |
3680
Stonepine Capital Management
Bend,
Oregon
| $298M | +$60.5M | +25% | 26.4% | 231% | 25 | 36% | 1.3 |
|
| 3681 |
3681
Privium Fund Management
Amsterdam,
Netherlands
| $298M | +$34M | +13% | 16% | 465% | 173 | 40.46% | 0.8 |
|
| 3682 |
3682
Versant Capital Management
Phoenix,
Arizona
| $297M | +$21.2M | +8% | 5.15% | 97.3% | 1,820 | 12.47% | 4.4 |
|
| 3683 |
3683
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $297M | +$39.6M | +15% | 7.33% | 116% | 216 | 36.11% | 1.6 |
|
| 3684 |
PA
3684
Paragon Advisors
College Station,
Texas
| $297M | +$70.7M | +31% | 24.6% | 138% | 101 | 42.57% | 1 |
|
| 3685 |
3685
Harbourvest Partners
Boston,
Massachusetts
| $297M | -$1.65M | -0.6% | 7.81% | 8.96% | 71 | 19.72% | 1.7 |
|
| 3686 |
3686
Poehling Capital Management
Madison,
Wisconsin
| $297M | +$29.6M | +11% | 2.46% | 83% | 131 | 14.5% | 2.8 |
|
| 3687 |
3687
Engrave Wealth Partners
The Woodlands,
Texas
| $297M | +$8.56M | +3% | 4.18% | 39.9% | 74 | 10.81% | 1.5 |
|
| 3688 |
3688
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $296M | +$17M | +6% | 6.4% | 111% | 143 | 10.49% | 4.8 |
|
| 3689 |
3689
Regis Management Company
Menlo Park,
California
| $296M | -$137M | -32% | 5.77% | 5.33% | 59 | 33.9% | 6 |
|
| 3690 |
3690
New Harbor Financial Group
Worcester,
Massachusetts
| $296M | +$54.6M | +23% | 3.95% | 94.6% | 49 | 38.78% | 1.9 |
|
| 3691 |
3691
Bank Pictet & Cie (Asia)
Singapore
| $296M | +$18.1M | +6% | 9.85% | 30.4% | 87 | 3.45% | 4.2 |
|
| 3692 |
3692
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| $296M | +$54M | +22% | 2.48% | 2.24% | 447 | 16.55% | 0.8 |
|
| 3693 |
MAM
3693
Morse Asset Management
Darien,
Connecticut
| $296M | +$20.6M | +7% | 12% | 222% | 151 | 24.5% | 2.9 |
|
| 3694 |
3694
Pathway Financial Advisors
South Burlington,
Vermont
| $296M | -$28.2M | -9% | 4.22% | 52.7% | 136 | 11.76% | 3.4 |
|
| 3695 |
3695
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $296M | +$15.3M | +5% | 5.19% | 57.9% | 318 | 86.79% | 0.2 |
|
| 3696 |
JCI
3696
Jet Capital Investors
New York
| $296M | +$32.1M | +12% | 8.04% | 147% | 28 | 82.14% | 0.2 |
|
| 3697 |
3697
Singapore Technologies Telemedia
Singapore
| $295M | -$31M | -10% | 9.51% | 185% | 1 | 0% | 6 |
|
| 3698 |
3698
China Universal Asset Management Company
Shanghai,
China
| $295M | +$46.7M | +19% | 22.6% | 292% | 456 | 16.23% | 0.5 |
|
| 3699 |
3699
44 Wealth Management
Eugene,
Oregon
| $295M | +$6.25M | +2% | 1.54% | – | 184 | 12.5% | 1.5 |
|
| 3700 |
3700
Cannon Financial Strategists
Athens,
Georgia
| $295M | +$21.5M | +8% | 5% | 56.7% | 70 | 8.57% | 2.8 |
|